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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,107 | $129,737-19.0% | $119,126-11.8% | $154,746-32.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.42% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $6,975 | $4,375+59.4% | $4,034+72.9% | $4,379+59.3% |
| Participant deferral / active EE | $5,714 | $5,842-2.2% | $5,318+7.5% | $6,730-15.1% |
| Admin fee / account holder | $21,004 | $11,961+75.6% | $10,693+96.4% | $14,365+46.2% |